See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,515 | $117,381-79.1% | $99,443-75.3% | $152,861-84.0% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.4%+8.5pp |
| Annual return | 24.96% | 31.87%-6.9pp | 30.72%-5.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,788 | $4,086+41.6% | $3,619+59.9% | $5,850-1.1% |
| Admin fee / account holder | $2,682 | $7,631-64.9% | $6,250-57.1% | $11,596-76.9% |